HubSpot CRM vs. Salesforce Comparison


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		Related Products Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 586 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,536 Ratings Visit Website ActiveCampaign ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology 17,291 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website HubSpot AEO HubSpot AEO is an answer engine optimization tool designed to help businesses improve their visibility in AI-driven search results. It focuses on how companies appear in answers generated by platforms like ChatGPT, Gemini, and Perplexity. The platform provides a visibility score that shows how often a brand is mentioned and the sentiment of those mentions. It also tracks relevant prompts and questions that potential customers are asking AI systems. HubSpot AEO analyzes which content sources and pages influence AI-generated answers. The tool offers actionable recommendations to help businesses improve their presence in AI search. Overall, HubSpot AEO helps companies become more discoverable in the evolving landscape of AI-powered search. 47 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 68 Ratings Visit Website Fathom Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible. 7,733 Ratings Visit Website Intulse Intulse is a business VoIP provider offering hosted/cloud VoIP services for businesses. Managed VOIP phone systems with speed, flexibility, and more for small & large businesses in the USA. Intulse was founded in 2015 to help businesses that were stuck using old communication systems that only did a little but cost a whole lot find a better solution to meet their needs. Intulse’s VoIP UCaaS (Unified Communication as a Service) solutions are designed to increase productivity through the Intulse App, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings, unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and service. 140 Ratings Visit Website Introw PRM Introw is a next-generation PRM platform designed to help B2B companies launch partner portals directly on top of their existing CRM systems, including HubSpot and Salesforce. It is built for speed, ease of use, and automation, enabling organizations to streamline partner engagement without lengthy implementation processes. Introw provides key capabilities such as: ✔ CRM-integrated lead & deal sharing flows with AI-driven channel conflict resolution ✔ Content enablement and tracking ✔ AI-powered support agent for partner assistance ✔ AI-enabled learning management system (LMS) ✔ Off-portal engagement via smart nudges through email and Slack Introw focuses on meeting partners where they already work, ensuring high adoption and efficient collaboration. The platform is designed to simplify partner management while maintaining a seamless connection to core CRM data. Other integrations: Slack, Crossbeam, PowerBI. 44 Ratings Visit Website StackAI StackAI is an enterprise AI automation platform to build end-to-end internal tools and processes with AI agents in a fully compliant and secure way. Designed for large, regulated organizations, it enables teams to automate complex workflows across operations, compliance, finance, IT, and support without heavy engineering. With StackAI you can: • Connect knowledge bases (SharePoint, Confluence, Notion, Google Drive, databases) with versioning, citations, and access controls • Publish AI agents as chat assistants, advanced forms, or APIs integrated into Slack, Teams, Salesforce, HubSpot, or ServiceNow • Govern usage with enterprise security: SSO (Okta, Azure AD, Google), RBAC, audit logs, PII masking, data residency, and cost controls • Route across OpenAI, Anthropic, Google, or local LLMs with guardrails, evaluations, and testing • Deploy in multi-tenant cloud, dedicated cloud, private cloud, or on-premise 54 Ratings Visit Website
About HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.	About Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Highly beneficial for business with small, medium, or large sales teams, across any industry	Audience Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Free Starter plan is $20/month, Professional plan is $50/month, Enterprise plan is $75/month Free Version Supported Free Trial Supported	Pricing $25.00/month/user Starter - $25 per user per month Professional - $100 per user per month Enterprise - $165 per user per month Unlimited - $330 per user per month Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.6 / 5 ease 4.6 / 5 features 4.6 / 5 design 4.6 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 4.7 / 5 ease 4.3 / 5 features 4.7 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
Pros & Cons from Real Users Pros Extremely user-friendly interface that’s easy to learn and navigate. Seamless integration with marketing, sales, and customer service tools. Powerful automation features for email marketing, lead nurturing, and workflows. Robust reporting and analytics that provide clear insights into sales performance. Excellent pipeline management and contact organization features. Offers free core CRM functionality, making it ideal for growing businesses. Strong integration ecosystem with third-party apps like Slack, Gmail, and Shopify. Responsive customer support and active knowledge base/community. HubSpot is a powerful and polished all-in-one CRM and marketing platform—exceptional for businesses growing rapidly, looking for AI-forward tools and seamless integration capabilities. Its free tier and educational resources are standout advantages. ✅ Intuitive and easy to use ✅ Generous free plan ✅ Great for tracking sales & leads ✅ Strong integrations and automation Amazing CRM, makes everything extremely organized, keeps you up to date and links all of your tools. The capabilities of HubSpot CRM are excellent. I am impressed by the simplicity of HubSpot CRM and its brilliant customer support team. Cons The paid plans can become expensive as your contact list and feature needs grow. Some advanced automation and reporting tools are only available on higher-tier plans. Customization options for dashboards and reports could be more flexible. There’s a learning curve when setting up complex workflows or integrations. Data syncing between certain third-party tools occasionally requires manual adjustments. HubSpot is fantastic for SMBs and as an all-in-one inbound platform, but at scale it becomes expensive, less flexible, and sometimes limited in advanced CRM functionality. ❌ Premium features can get expensive ❌ May be too simplified for large enterprises I luckily have no cons to state for the moment, thank you. HubSpot CRM has been functioning effectively since the day we implemented it in our company. HubSpot CRM has great capabilities.	Pros & Cons from Real Users Pros The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process. Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks. º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application. Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage. Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information. Cons It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today. I am happy with this platform, with no downside experience. º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects. No cons that I can think of as this is really a great product! Compiling Reports can be difficult with knowing which filters are best for different ones.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information HubSpot Founded: 2006 United States www.hubspot.com/products/crm/ai-crm	Company Information Salesforce Founded: 1999 United States www.salesforce.com
Alternatives Pipedrive	Alternatives Pipedrive
Zendesk	Zendesk
ActiveCampaign	ShareCRM
HubSpot Customer Platform HubSpot	monday CRM monday.com
HubSpot Marketing Hub HubSpot View All	Creatio View All
Categories Account Data Management Supported Account-Based Orchestration Supported AI Content Generators Supported AI CRM Supported AI Email Writers Supported AI Lead Generation Tools Supported AI Marketing Supported AI Marketing Agents Supported AI Sales Assistants Supported AI Sales Tools Supported AI Social Media Post Generators Supported AI Summarizers Supported AI Tools Supported AI Website Builders Supported AI Writing Supported Automotive CRM Supported B2B eCommerce Supported Call Tracking Supported Campaign Management Supported Chatbot Supported Cold Email Supported Construction CRM Supported Contact Management Supported Content Management Supported Content Marketing Supported Conversational Support Supported CPQ Supported CRM Supported Customer Self-Service Supported Customer Service Supported Customer Success Supported Demand Generation Supported Drag and Drop Email Builders Supported eCommerce Marketing Supported Email Marketing Supported Email Newsletter Supported Email Personalization Supported Email Template Design Supported Financial CRM Supported Go-To-Market Supported Healthcare CRM Supported Help Desk Supported Hotel CRM Supported Landing Page Supported Lead Generation Supported Lead Management Supported Lead Scoring Supported Live Chat Supported Marketing Supported Marketing Automation Supported Online Form Builders Supported Operations Management Supported Popup Builders Supported Quote-to-Cash Supported Real Estate CRM Supported Revenue Operations Supported RFM Analysis Supported Sales Supported Sales Analytics Supported Sales Content Management Supported Sales Dialers Supported Sales Engagement Supported Sales Force Automation Supported Sales Intelligence Supported Sales Performance Management Supported Sales Tracking Supported Sentiment Analysis Supported SMS Marketing Supported Social CRM Supported Social Media Management Supported Website Visitor Identification Supported	Categories AI CRM Supported Automotive CRM Supported Construction CRM Supported Contact Management Supported CRM Supported Financial CRM Supported Healthcare CRM Supported Hotel CRM Supported Inside Sales Supported Insurance CRM Supported Lead Management Supported Legal CRM Supported Real Estate CRM Supported Sales Supported Sales Analytics Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Planning Supported
Automotive CRM Features Call Logging Supported Contact Management Supported Customer Support Supported Inventory Management Not Supported Lease Management Not Supported List Management Not Supported Marketing Automation Supported Product Catalog Supported Quotes / Proposals Supported Service Department Management Not Supported Showroom Management Not Supported Territory Management Supported CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Supported Project Management Supported Quote Management Not Supported Sales Management Not Supported Scheduling Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Financial CRM Features Account Alerts Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Healthcare CRM Features Audience Targeting Supported Campaign Management Supported Marketing Automation Supported Medical History Records Not Supported Patient Communications Not Supported Patient Management Not Supported Physician Management Not Supported Predictive Analytics Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Not Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Supported Referral Tracking Supported Segmentation Supported Sales Analytics Features Collaboration Tools Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Supported Lead Analytics Supported Pipeline Management Supported Predictive Forecasting Supported Predictive Lead Scoring Supported Sales Intelligence Reporting Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Show More Features CPQ Features 2D Drawing Supported 3D Modeling Supported Approval Workflow Supported eCommerce Supported Guided Selling Supported Product Configurator Supported Proposal Generation Supported Quotes / Estimates Supported Renewal Management Supported Self Service Portal Supported Call Tracking Features Call Log Supported Call Recording Supported Call Routing Supported Caller Identification Not Supported Campaign Management Supported Conversion Tracking Supported CRM Supported IVR / Voice Recognition Not Supported Keyword Tracking Supported Campaign Management Features Channel Management Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Chatbot Features Call to Action Supported Context and Coherence Supported Human Takeover Supported Inline Media / Videos Supported Machine Learning Supported Natural Language Processing Supported Payment Integration Supported Prediction Supported Ready-made Templates Supported Reporting / Analytics Supported Sentiment Analysis Supported Social Media Integration Supported Content Management Features Audio Content Supported Customizable Templates Supported Document Indexing Supported E-forms Supported Full Text Search Supported Image Editor Supported SEO Management Supported Text Editor Supported Version Control Supported Video Content Supported Website Management Supported Content Marketing Features Audience Targeting Supported Brand Management Supported Campaign Management Supported Categorization / Grouping Supported Conversion Tracking Supported Distribution Management Supported Editorial Calendar Supported Multi-Channel Publishing Supported Publish Scheduling Supported SEO Management Supported Social Media Management Supported Video Management Supported Customer Service Features Alerts / Escalation Supported Appointment Management Supported Call Center Management Supported Email Management Supported Knowledge Base Supported Live Chat Supported Performance Metrics Supported Queue Management Supported Self Service Portal Supported Social Media Integration Supported Surveys & Feedback Supported Virtual Assistant Supported Workflow Management Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Supported Onboarding Not Supported Revenue Management Supported Usage Tracking / Analytics Not Supported Win / Loss Analysis Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Email Template Design Features A/B Testing Supported Code From Scratch Supported Drag & Drop Editing Supported Image Library Supported Import HTML Code Supported Mobile-Friendly / Responsive Supported Potential Issue Identification Supported Premade Templates Supported Proofing Supported Reporting / Analytics Supported Text Editor Supported Theme Editor Supported Help Desk Features Alerts / Escalation Supported Automated Routing Supported Community Forums Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Supported Live Chat Supported Multi-Channel Communication Supported Multiple Brands / Products Supported Network Monitoring Supported Real-time Chat Supported Self Service Portal Supported Service Level Agreement (SLA) Management Supported Ticket Management Supported Landing Page Features A/B Testing Supported Analytics Supported Drag & Drop Supported Form Creation Supported Real Time Editing Supported Responsive Supported SEO Management Supported Templates Supported Lead Generation Features Contact Discovery Supported Contact Import/Export Supported Lead Capture Supported Lead Database Integration Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Visitor Identification Supported Live Chat Features Canned Responses Supported Customizable Branding Supported Geo Targeting Supported Offline Form Supported Proactive Chat Supported Screen Sharing Supported Third Party Integration Supported Transfers / Routing Supported Website Visitor Tracking Supported Marketing Automation Features A/B Testing Supported Analytics / ROI Tracking Supported Artificial Intelligence Supported Content / Blogging Platform Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Supported Online Form Builders Features Artificial Intelligence Supported Assign Roles / Permissions Supported Collaboration Tools Supported Conversational Forms Supported Data Tables Supported Drag & Drop / No Code Supported Export to PDF Supported HIPAA Compliant Supported Import Existing Forms Supported Mobile Forms Supported Offline Forms Supported Pre-made Templates Supported Quizzes / Questionnaires Supported Reporting / Data Visualization Supported Signup Forms Supported Surveys Supported Revenue Operations Features Account Health Dashboard Supported AI Insights Supported Automatic CRM Updates Supported Contact / Activity Tracking Supported Revenue Dashboard Supported Revenue Intelligence / Reporting Supported RevOps Automation Supported Sales Analytics Supported Sales Forecasting Supported Third-Party Data Aggregation Supported SMS Marketing Features 2-Way Messaging Supported Artificial Intelligence Supported Contact Management Supported Mass Texting Supported Message Personalization Supported MMS Supported Mobile Coupons Supported Mobile Keywords Supported Polls / Voting Supported Reporting/Analytics Supported Scheduled Messaging Supported Shortcodes Supported Text-to-Win Supported Sales Content Management Features Audio / Video Recording Supported Audio File Management Supported Branded Sales Content Supported Centralized Sales Content Repository Supported Collaboration Tools Supported Content Recommendations Supported Email Management Supported Engagement Analytics Supported Interaction Tracking Supported Personalization Supported Sales Partner Management Supported Sales Training / Onboarding Supported Video File Management Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Supported Data Enrichment Supported Data Import/Export Supported Data Mining Supported Data Verification Supported Email Integration Supported Lead Scoring Supported List Building Supported Performance Management Supported Pipeline Management Supported Predictive Modeling/Analytics Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Supported Sales Performance Management Features Incentive Compensation Management (ICM) Supported Predictive Sales Analytics Supported Quota Management Supported Reporting / Analytics Supported Sales Coaching Analysis Supported Sales Gamification Supported Sales Performance Tracking Supported Sales Planning & Forecasting Supported Territory Management Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported Social CRM Features Calendar/Reminder System Supported Customer Support Supported Email Marketing Supported Lead Capture Supported Lead Nurturing Supported Live Chat Supported Marketing Automation Integration Supported Multi-Channel Social Integration Supported Social Media Monitoring Supported Task Management Supported Social Media Management Features Automated Publishing Supported Brand Tracking Supported Content Management Supported Customer Engagement Supported Multi-Account Management Supported Multi-User Collaboration Supported Post Scheduling Supported Reporting/Analytics Supported Social Media Monitoring Supported eCommerce Marketing Features AB Testing Supported Abandoned Cart Email Supported Analytics / ROI Tracking Supported Customer Data Profiles Supported Dynamic Content Supported Email Marketing Supported Email Personalization Supported Facebook Ads Supported Google Ads Supported Product Recommendations Supported Push Notifications Supported Retargeting Supported Search Marketing Supported Segmentation Supported Signup Forms & Popups Supported SMS Marketing Supported Social Marketing Supported Triggered Emails Supported Website Visitor Tracking Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Supported Segmentation Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Show More Features Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Supported Training Management Supported Sales Forecasting Features Competitor Analysis Supported Correlation Analysis Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported
Integrations BigTime Supported Blendo Supported Cloud-Sync Supported Commenda Supported Constant Contact Supported Desktop.com Supported Extruct AI Supported FileInvite Supported Keyplay Supported LeadScoring.AI Supported Phonexa Supported Resmo Supported SSIS Integration Toolkit Supported Sertifier Supported Singulr Supported Starbridge Supported Teamfluence Supported Tonkean Supported Vayu Supported Zoho Campaigns Supported Show More Integrations View All 3259 Integrations	Integrations BigTime Supported Blendo Supported Cloud-Sync Supported Commenda Supported Constant Contact Supported Desktop.com Supported Extruct AI Supported FileInvite Supported Keyplay Supported LeadScoring.AI Supported Phonexa Supported Resmo Supported SSIS Integration Toolkit Supported Sertifier Supported Singulr Supported Starbridge Supported Teamfluence Supported Tonkean Supported Vayu Supported Zoho Campaigns Supported Show More Integrations View All 5710 Integrations
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